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You could use the turnover rate as a proxy estimate of the % of the total dividends that will be not qualified. Could run this number for the previous year to see how close it was to the actual number.

Or phone them up and ask, maybe they will get the hint and put this info on your quarterly statement.

Not really, except to go by last year's percentage of qualified dividends. I have found that it really doesn't change much from year to year, so I use last year's percentage to help estimate numbers for this year.

And don't forget that you need to hold the shares for 61 days (your personal holding period) for a qualified dividend to remain qualified for you.

If you didn't own the fund last year, then you will have to get the info from the fund sponsor or perhaps you can name the fund(s) and folks here with the same fund can report the percentage.

I found it interesting that although a fund might pay a dividend per quarter with the possibility that each dividend might have a different percentage of qualified and that shareholder might sell shares between dividends that the fund companies only report one number for the percentage of qualified dividends. Same goes for the percentag of foreign taxes paid.

I also look at previous distributions and project forward. Most mutual funds and ETFs make that information available but a few don't, it's most irritating. I've noticed that international fund distributions have seen a decline in the % of QDI over the past few years, even Vanguard Funds.

I was just reading that SPY is largely qualified (I could look at my old statements), and that the non-Q is mostly from holding a small amount of REITS? Anyway, all I saw was historic, that should get you close for SPY I would think, other mutual funds/ETFs might be more variable?

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